Integrate Google Forms with Salesforce to automate your work
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Frequently Asked Questions about Google Forms + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Forms and Salesforce
How do I connect Google Forms to Salesforce?
To connect Google Forms to Salesforce, you would typically use an integration tool like ours to create a 'Zap'. First, set Google Forms as your trigger and Salesforce as your action. This setup allows data collected from form responses to automatically populate Salesforce records.
What are some of the triggers in Google Forms that can be used for integration?
In Google Forms, the primary trigger for integration is a new form response. When a form is submitted, this event will initiate the actions defined in your automated workflow.
Can I create custom actions in Salesforce when integrating with Google Forms?
Yes, you can define custom actions within Salesforce once a trigger event from Google Forms occurs. This might include creating new leads, updating existing records, or even triggering specific workflows in Salesforce based on form responses.
Is it possible to map specific fields from Google Forms to Salesforce?
Absolutely! When setting up your integration, you'll have the ability to map specific fields from your Google Form directly onto fields within Salesforce, ensuring the data lands exactly where you need it.
How do we handle duplicate submissions from Google Forms in Salesforce?
To handle potential duplicate submissions, we recommend setting up conditions or filters. For instance, you can configure our tool to check if certain criteria are met before creating or updating records in Salesforce.
Can we update existing records in Salesforce based on new form responses?
Yes, our tools allow you to update existing records in Salesforce when a new response is submitted through Google Forms. You simply need to ensure that you've configured the 'action' step correctly during setup.
Is there any way to test the integration between Google Forms and Salesforce before going live?
Indeed, during setup we provide testing features that allow you to simulate form submissions and track how data flows into your Salesforce instance. This helps ensure everything is working as expected before deploying live.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.